The term Management Dashboard defines a wide range of data reporting and visualization tools or dashboards that allow using various performance & efficiency measures to report on an enterprise’s ability to organize and coordinate its activities in accordance with certain policies and in achievement of pre-determined objectives.

What is Process Guideline?

Process Guideline is a recommended practice that provides some direction or leeway in managing a process and interpreting its objectives. It is a documented series of non-mandatory specifications and instructions intended for people who are involved in management and implementation of the process.

Guidelines have a recommendatory context and are issued as employee instructions regarding a specific process or activity. For example, engineering process guidelines give technical staff some recommendations about current best practices of designing, building, managing and analyzing technical objects. Sales process guidelines tell salespersons how to develop sales leads and increase conversion.

Guideline is a necessary attribute for any process. Technically, it documents a general way of utilizing process resources to convert available inputs into desired outputs. Personnel involved in the process may ignore guidelines if there is a valid reason. Managers who create and share process guidelines need to keep this documentation relevant and up-to-date. Otherwise, guidelines appear to be inappropriate and incorrect to the process.